Drawn from Steve Gorin’s 2nd quarter 2021 newsletter, this webinar discusses recent cases on when payments to owners who perform services are compensation and when are they distributions, describes issues in modifying trusts to avoid proposed taxes on distributions from trusts after December 31, 2021, and evaluates a nongrantor trust’s use of annuities and life insurance to avoid proposed high income rates on dividends and capital gains.
The live presentation of this webinar was approved for 1.5 hours of general CLE credit in California and Illinois and 1.8 hours of general CLE credit in Missouri. 1.8 hours of general CLE credit is pending in New Jersey and New York and 1.5 hours of general CLE credit is pending in Texas. If you are interested in receiving credit for watching the recorded presentation, please click here.
Please note that this is a 90-minute webinar
July 27, 2021
Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you (an ‘engagement letter’).
By clicking the ‘ACCEPT’ button, you agree that we may review any information you transmit to us. You recognize that our review of your information, even if you submitted it in a good faith effort to retain us, and, further, even if you consider it confidential, does not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you. Please click the ‘ACCEPT’ button if you understand and accept the foregoing statement and wish to proceed.